FeeX did not find any alternative funds with lower fees and better past returns.
You can change the returns filter above to search for more options.

Similarity

?

100%

%

%

Annual Fees

?

$4.08

(0.04% Exp. Ratio)

( Exp. Ratio)

( Exp. Ratio)

Future Est. Balance in 30 yrs

Assuming 2.08% annual return

$18,336.92

Est. savings over 30 yrs

—

+

+

Return

As of 11/30/16

1 YR RETURN

1.96%

3 YR

--

5 YR

--

10 YR

--

1 YR RETURN

3 YR

5 YR

10 YR

1 YR RETURN

3 YR

5 YR

10 YR

Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Bloomberg Barclays U.S. Aggregate Index that tracks the U.S. dollar denominated investment grade bond market over the long term.
The fund invests substantially all, but at least 80%, of its net assets in securities comprising the index or in securities that the Adviser determines have economic characteristics that are comparable to the economic characteristics of securities that comprise the index.

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

Resources

FeeX, Inc. ("FeeX") is an SEC-registered investment adviser. There are
many considerations which may influence your investment choices. FeeX's focus is on the fees
that you may be paying in your current investments versus the fees you could be paying in other
investments. FeeX does not aim to assess your investment style and allocation choices. FeeX
uses its best judgment in recommending similar alternatives with lower fees, but cannot
guarantee the performance of any recommended investment product or account. For additional
details regarding our advice and the risks of changing investment accounts, please see
our Brochure. The advice and information contained on or made available through this website
should not be construed as a distribution, or an offer to sell securities. FeeX's Concierge Service is an administrative service that does not consist of advice, and all investment advice is provided via the website. FeeX will not
share any personal information it collects with any third party, except for the cases specified in our Privacy Policy. FeeX will not, subject to
applicable securities law, be liable for any loss as a result of the use of our services. Investing in
mutual funds, exchange traded funds, and other securities carries risk of all or part of the amount
invested. Market data is provided by Morningstar. Past performance information is not indicative
of future returns.